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Vishria Bird Financial Group’s Dimensional International Value ETF DFIV Stock Holding History

Vishria Bird Financial Group’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$235K Buy
+5,103
New +$228K 0.05% 90

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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Vishria Bird Financial Group's DFIV Position: Q3 2025 in Review

Vishria Bird Financial Group opened a new position in Dimensional International Value ETF (DFIV) in Q3 2025: 5,103 shares worth $235K. The stake represents 0.05% of the portfolio and ranks #90 among its holdings.

721 funds tracked by Wall St. Rank hold DFIV as of Q3 2025.

  • Vishria Bird Financial Group held 5,103 shares of Dimensional International Value ETF worth $235K as of Q3 2025.
  • Dimensional International Value ETF was a new Vishria Bird Financial Group position in Q3 2025.
  • Dimensional International Value ETF made up 0.05% of Vishria Bird Financial Group's portfolio in Q3 2025, its #90 holding.
  • 721 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.